Investment Administrator - £25,000 - £30,000 bonus, Full study support ...

Updated: June 09, 2024 04:27 PM GMT

Financial Divisions

Leatherhead

My client is a wealth planning firm in Leatherhead who I have met and placed staff with. They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad. Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs. They manage the affairs of over 200 client families in their current setup with £1m of assets to invest per client on average. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients with over £2m to invest do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners who report into a dedicated Office Manager/Operations Manager. They are pushing the business... More Detail

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